Certified Financial Planner – CFP

This is a fully remote position, open to applicants in California.

📋 Description

• Create and execute tailored financial plans that encompass retirement planning, investment strategies, tax efficiency, estate considerations, insurance planning, and cash flow management.

• Perform thorough financial assessments and devise actionable strategies that align with clients' objectives and timelines.

• Track progress towards financial targets and suggest modifications as situations or market conditions evolve.

• Utilize financial planning tools and analyses to provide recommendations focused on client needs.

• Offer investment guidance and portfolio management that corresponds with clients' risk tolerance and financial goals.

• Collaborate with the investment team regarding asset allocation, portfolio development, and rebalancing strategies.

• Oversee portfolios and propose changes when necessary.

• Act as a trusted advisor while nurturing long-term client relationships.

• Facilitate client meetings and conduct financial reviews.

• Address client inquiries and offer proactive advice as financial needs change.

• Clarify complex financial concepts and educate clients on strategies and investment choices.

• Assist clients in navigating retirement, liquidity events, and estate planning considerations.

• Provide counsel on retirement savings strategies, tax-advantaged accounts, retirement income, tax-efficient investments, and distribution planning.

• Support clients with Social Security planning, required minimum distribution strategies, and long-term tax considerations.

• Collaborate with relationship managers, operations, and investment professionals to ensure seamless client service.

• Aid in the onboarding of new clients through financial analysis and planning development.

• Contribute to the firm's growth by delivering exceptional client service and developing relationships.

• Cultivate and expand a client base within a team-oriented environment.

⛳️ Requirements

• Must possess an active Certified Financial Planner™ (CFP®) designation and maintain good standing with the CFP Board.

• Candidates without the CFP® certification will not be considered.

• Minimum of 3 years of experience in financial planning, wealth management, or advisory services.

• Preferred experience in providing comprehensive planning for high-net-worth individuals and families.

• Strong foundation in investment management and financial strategy formulation.

• Excellent communication skills with the capacity to articulate complex financial concepts clearly.

• Client-centric approach with a strong commitment to fiduciary duty.

• Exceptional analytical and problem-solving skills.

• Ability to establish and sustain long-term client relationships.

• Highly organized, capable of managing multiple clients and priorities effectively.

• Bachelor’s degree in finance, economics, accounting, or a related discipline.

• Commitment to ongoing professional development in financial planning and wealth management.

• Preference for candidates based in Arizona.

🏝️ Benefits

• Fee-only fiduciary compensation model that avoids product conflicts or commission-based incentives.

• Dedicated operations, technology, and client service teams.

• Continuous education opportunities.

• Mentorship programs.

• Leadership development opportunities.

• Competitive advisor compensation structure intended to reward performance and growth.

• Chance to build and grow a client base with operational support, planning infrastructure, and fiduciary platform.